Before you can export invoices, you will need to have first set up an Invoice Cost Centre using the Attache accounting package. Click here for instructions
Note:
An Invoice can only be added to one Attache Export.
Invoices must have a Finalised status in order to be exported.
Un-merged invoices can't be added to an Attache Export.
Export a single invoice
Navigate to Billing on the side toolbar
Select Invoices on the top toolbar.
Open an invoice.
Review the invoice and change its status to Finalised
Click New Attache Export. This will create a new export history record and open it in a new side panel.
Click Download Attache Export. This will export the Attache formatted invoice and download the file to your computer.
After the exported Invoice file has been uploaded to Attache you can enable the Uploaded switch for historical reference.
Export multiple invoices
Navigate to Billing on the side toolbar
Select Invoices on the top toolbar.
In the filter bar choose your Attache cost centre from the Cost Centre dropdown.
Click Filter.
Click Attache Export from the top row of buttons.
Select the invoices you would like to export.
Click New Attache Export. This will create a new export history record containing your selected invoices, and open it in a new side panel.
Click Download Attache Export. This will export the Attache formatted invoices and download the file to your computer.
After the exported Invoice file has been uploaded to Attache you can enable the Uploaded switch for historical reference.
View your historical Attache Invoice Exports
Navigate to Billing from the main menu
Select Invoice Cost Centres
Click on your Attache cost centre
Click on the Attache Invoice Exports tab